Equities

Displaying 2828 results
ETF trading spikes to 2019 highs as Trump, Fed rattle stocks
INVESTING EQUITIES AUG 02, 2019
ETF trading spikes to 2019 highs as Trump, Fed rattle stocks

More than $42 billion worth of trading occurred in the SPDR S&P 500 ETF Thursday.

By Bloomberg
Winner-take-all phenomenon rules stock market, too
INVESTING EQUITIES JUL 29, 2019
Winner-take-all phenomenon rules stock market, too

Just 1.3% of the world's public companies were responsible for all the market gains over the past three decades.

By Barry Ritholtz
Goldman Sachs says stocks near peak
INVESTING EQUITIES JUL 22, 2019
Goldman Sachs says stocks near peak

Firm finds S&P 500 now trading near fair value, sees limited additional upside.

By Bloomberg
AssetMark IPO seen as boon for financial services
INVESTING RIAS JUL 18, 2019
AssetMark IPO seen as boon for financial services

Investors pounce, driving shares of the TAMP up 19% in first-day trading

By Jeff Benjamin
Stock investors make $6 billion bet on S&P 500 ETFs
INVESTING EQUITIES JUL 16, 2019
Stock investors make $6 billion bet on S&P 500 ETFs

Big inflows last week show investors are 'all-in on equities,' analyst says.

By Bloomberg
As AssetMark files for IPO, experts value TAMP at more than $1.2 billion
INVESTING RIAS JUN 26, 2019
As AssetMark files for IPO, experts value TAMP at more than $1.2 billion

Turnkey asset management platform says it's seeking to raise $100 million in an initial public offering.

By Jeff Benjamin
Investors are headed to extra innings
INVESTING EQUITIES JUN 04, 2019
Investors are headed to extra innings

Expect more fireworks in the second half, followed by periods of tranquility when global policymakers step in to calm markets.

By Michael Arone
Overlooked fund category is dominating 2019
INVESTING RIAS MAY 29, 2019
Overlooked fund category is dominating 2019

Mid-cap funds exhibit unexplained momentum to lead all fund categories so far this year.

By Jeff Benjamin
Grim milestone for active management
INVESTING EQUITIES MAY 16, 2019
Grim milestone for active management

Passive investments makes an historic claim to market share dominance of U.S. equity fund assets

By Jeff Benjamin
Small-cap stocks bear the brunt of trade dispute
INVESTING EQUITIES MAY 13, 2019
Small-cap stocks bear the brunt of trade dispute

Contrary to popular thinking, smaller companies prove most vulnerable to geopolitical wrangling.

By Jeff Benjamin
Markets tumble as trade war escalates
INVESTING EQUITIES MAY 13, 2019
Markets tumble as trade war escalates

The S&P headed for the biggest slide in four months and the Dow slumped more than 500 points after China targeted some of the nation's biggest exporters.

By Bloomberg
Kyle Weaver of Fidelity pursues deep value in secular themes
INVESTING EQUITIES MAY 13, 2019
Kyle Weaver of Fidelity pursues deep value in secular themes

High-performing growth fund includes pre-IPO Juul among its top holdings.

By Jeff Benjamin
Wealthy US investors sitting on cash despite optimism in economy
INVESTING EQUITIES MAY 07, 2019
Wealthy US investors sitting on cash despite optimism in economy

UBS survey: Biggest worries were political environment, followed by national debt and health-care costs.

By Bloomberg
Advisers put fundamentals ahead of sell-in-May warning
INVESTING RIAS MAY 01, 2019
Advisers put fundamentals ahead of sell-in-May warning

Shunning the historical precedent of moving to the sidelines in May, advisers remain bullish on stocks.

By Jeff Benjamin
Morgan Stanley bear unbowed after bad call
INVESTING EQUITIES APR 29, 2019
Morgan Stanley bear unbowed after bad call

Mike Wilson admits underestimating Fed-induced rally, but sticks with long-term pessimistic outlook.

By Bloomberg
$1 trillion technology rally keeps on rolling
INVESTING EQUITIES APR 29, 2019
$1 trillion technology rally keeps on rolling

Tech valuations are at levels never seen before this bull market, but the sector is seeing more interest than any other.

By Bloomberg
Focus on taxes, compensation turns into tech-industry niche
INVESTING RIAS APR 26, 2019
Focus on taxes, compensation turns into tech-industry niche

Seattle-based adviser builds direct line to Amazon, Microsoft employees.

By Jeff Benjamin
Startup offers financing for employee stock purchase plans
INVESTING EQUITIES APR 25, 2019
Startup offers financing for employee stock purchase plans

Such plans, which enroll only about a third of eligible workers, offer the 'purest form' of arbitrage, according to startup's founder

By Bloomberg
American Funds veteran sees bright future for defensive active management
INVESTING EQUITIES APR 24, 2019
American Funds veteran sees bright future for defensive active management

Joyce Gordon reflects on how she became a conservative portfolio manager.

By Jeff Benjamin
Smart money is pouring into fixed income
INVESTING RIAS APR 19, 2019
Smart money is pouring into fixed income

Tighter yield spreads, market risk and the threat of higher taxes are seen driving financial advisers toward bonds.

By Jeff Benjamin